The Crucial Steps To Protect Your Aging Parents

Written By Matthew Copley

There is no way around it. Preparing for the loss of your parents is wrenching. There are a couple of things that you can do during those moments that will give you and the person you love, peace of mind. 

Frank dialogue and forward planning is invaluable when your parents go through this process. There are lots of decisions to be made. And it is better to make those decisions in advance.

It is normal to feel overwhelmed by the tasks you need to complete when your parents pass away. And even more if you are an only child or only surviving member of the family. 

Take a deep breath. Remember to take care of yourself. It won't be easy, but I am here to provide the necessary support and guidance to go through this process in the best way possible. If you have questions or want to talk more about it, give me a call or send me an email and we’ll go through this, together. Here at Copley Financial Group, Inc. with locations in San Diego, CA. and Uniondale, NY. the team and myself will be with you in every step of this process.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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